BOK Financial’s La-Z-Boy LZB Stock Holding History

BOK Financial’s Portfolio LZB Stock Details LZB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-149	Closed	-$4.27K	–	1238
2023 Q2	$4.27K	Buy	+149	New	+$4.16K	﹤0.01%	981

Other funds holding LZB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

BOK Financial's LZB Position: Q3 2023 in Review

BOK Financial sold out of La-Z-Boy (LZB) in Q3 2023, closing a stake of 149 shares — an estimated $4.27K sold.

BOK Financial first reported a position in LZB in Q2 2023 and held it in 1 quarter. The position peaked at $4.27K in Q2 2023. 215 funds tracked by Wall St. Rank hold LZB as of Q3 2023.

BOK Financial reported no remaining La-Z-Boy position as of Q3 2023 after selling out during the quarter.
BOK Financial sold 149 La-Z-Boy shares in Q3 2023, an estimated $4.27K.
BOK Financial first reported a position in La-Z-Boy in Q2 2023 and held it in 1 quarter.
BOK Financial's La-Z-Boy position peaked at $4.27K in Q2 2023.
215 funds tracked by Wall St. Rank held La-Z-Boy as of Q3 2023.

Based on BOK Financial's 13F filing for Q3 2023, filed 14 Nov 2023.